Reports overview
Measure how your business is doing with three built-in reports — revenue, bookings, and memberships. Every report is filterable by date range and updates live from your booking data.
Quick start
- Click Reports in the left sidebar under Insights & Files
- Choose a report card — Revenue Report, Bookings Report, or Memberships Report
- Pick a date range in the top-right date picker
- Review the KPI cards and charts; click Refresh to reload the latest data
The three reports
| Report | Use it to |
|---|---|
| Revenue Report | Track total revenue, deposits, refunds, and average booking value over time |
| Bookings Report | Analyze booking volume, channel mix, activity breakdown, and cancellation trends |
| Memberships Report | Monitor active subscriptions, new sign-ups, expirations, and membership revenue |
note
The Memberships Report is only available when the membership feature is enabled on your subscription.
How the reports work
- Date range — every report has a date range picker; charts group data daily, weekly, or monthly depending on the range you select
- KPI cards — the headline numbers at the top include a trend indicator comparing against the previous period
- Charts — hover any chart to see exact values
tip
Need the raw data instead of charts? Use Export on the Bookings list to download bookings as Excel or CSV — the file lands in Documents.
Related
- Dashboard Home — today's snapshot without opening a report
- Documents — download exported data files